Michael Flahaven, financial advisor San Rafael CA

Michael Flahaven

CRD Number: 1406938
Current Firm: Global Retirement Partners LLC

Michael Flahaven (CRD# 1406938) is an Investment Advisor Representative working at Global Retirement Partners LLC in San Rafael, CA and has over 35 years of experience in the finance industry. Michael Flahaven has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Jul 2022 - Current 1
Lpl Financial, LLC Northbrook, IL Oct 2019 - Current 4
Sheridan Road Advisors, Llc, A Hub International Company Northbrook, IL Nov 2019 - Oct 2022 2
Unemployed Arlington Heights, IL May 2019 - Sep 2019 < 1
Stancorp Equities, Inc. Schaumburg, IL May 2013 - May 2019 6
Stancorp Investment Advisers, Inc. Schaumburg, IL May 2013 - May 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Apr 1994
Contact Info for Michael S. Flahaven
Phone Number: 415-526-2753
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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